Shawspring Partners LLC
ShawSpring Partners LLC is an investment management firm headquartered in Boston, Massachusetts. Registered with the SEC (CIK: 0001766908), the firm specializes in public equity investments and manages nearly $800 million in assets as of its latest filings. Founded in the 2010s, ShawSpring is managed by a small, highly focused team and caters primarily to institutional and sophisticated individual investors seeking a concentrated, long-term investment approach.
Investment Strategy
ShawSpring Partners pursues a concentrated, long-term investment strategy focused on a small number of high-conviction equity positions, generally in innovative companies with durable business models and competitive advantages. The firm emphasizes intensive research, fundamental analysis, and patient capital allocation, holding investments over multi-year periods. Their portfolio is typically comprised of select public companies in the technology and business services sectors, demonstrating both quality and growth attributes.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I INTU | INTUIT | 13.80% | $109.3M | 138,823 | $499.46 | $787.63 | +$6.8M |
C CSGP | COSTAR GROUP INC | 13.76% | $109.0M | 1,356,060 | $74.28 | $80.40 | +$18.0M |
P PCOR | PROCORE TECHNOLOGIES INC | 13.48% | $106.8M | 1,561,613 | $63.49 | $68.42 | +$12.0M |
O OKTA | OKTA INC | 12.04% | $95.4M | 954,293 | $99.97 | $99.97 | +$95.4M |
M MNDY | MONDAY COM LTD | 11.16% | $88.4M | 281,212 | $222.07 | $314.48 | -$3.7M |